Integrate Microsoft To-Do with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Microsoft To-Do and Microsoft Dynamics CRM

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About Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Want to explore Microsoft To-Do + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Microsoft To-Do + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Microsoft To-Do + Microsoft Dynamics CRM in easier way

It's easy to connect Microsoft To-Do + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Actions
  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Microsoft To-Do & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Microsoft To-Do as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft To-Do to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft To-Do and Microsoft Dynamics CRM

Microsoft To-Do is a free task management app that helps to manage your tasks in an easy way. It is available on desktop, Windows Mobile, and Android. You can add your tasks in To-Do by using voice input. Microsoft To-Do syncs your tasks across all your devices. It also allows you to cplaborate with other people using task sharing and comments.

Microsoft Dynamics CRM is a Customer Relationship Management (CRM. application. It is available as a cloud-based software and as an on-premises spution. With the help of this application, you can manage customer interactions. You can use it to create and manage contacts, leads, accounts, opportunities, and cases. You can also perform marketing activities such as lead management, email campaigns, and web form submissions.

Integration of Microsoft To-Do and Microsoft Dynamics CRM

Microsoft To-Do and Microsoft Dynamics CRM can be integrated with each other. The integration helps you to view and interact with your tasks and records from Microsoft To-Do inside Microsoft Dynamics CRM. With the help of this integration, you will be able to use your mouse and keyboard shortcuts for creating and editing records from Microsoft Dynamics CRM inside Microsoft To-Do.

Integration between these two applications helps you to transfer your tasks into Microsoft Dynamics CRM cases or lead records. When you create a new record in Microsoft Dynamics CRM, the lead or case will be automatically linked to the new record. Then you will be able to track your tasks without leaving the platform.

You can also export the record from a form in Microsoft Dynamics CRM as a task in Microsoft To-Do by clicking on Export button on the top right side of the form. After exporting the record as a task in Microsoft To-Do, you will have the option to change its name or description if required. You can also send a task to another person by sharing it with him/her.

Benefits of Integration of Microsoft To-Do and Microsoft Dynamics CRM

The integration between Microsoft To-Do and Microsoft Dynamics CRM helps both users and organizations. The users can now access their tasks from any device that has Microsoft To-Do installed on it. They do not have to switch between different applications to manage their tasks. Organizations also benefit from this integration because they can now access their project information from anywhere through any kind of device at any time. This integration saves time and makes projects easier to manage.

In this article, we have discussed about Integration of Microsoft To-Do and Microsoft Dynamics CRM. In the end, we have also summarized the benefits of this integration for both users and organizations.

The process to integrate Microsoft To-Do and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm